Need an older or more detailed release history? Contact [email protected].
August 2026
August 9, 2026
Tasks and Workforce- Complete field checklists offline - mobile workers can add required photos, answer checklist steps, and complete assigned work without a connection. Trellis syncs queued work when connectivity returns and asks the worker to review any step another teammate changed in the meantime. Learn more.
August 7, 2026
Developer tools- Reliable MCP filtering contracts - MCP read tools now publish only the filters their underlying routes enforce, so unsupported inputs fail clearly instead of appearing to return a filtered result. Reservation financial reads also include provider and freshness context for authorized users. Learn more.
August 4, 2026
Owner Portal- Email notification preferences - owners can use the Notifications section in their existing portal link to choose whether to receive email updates for newly reported issues and completed tasks. The contact email is prefilled when available and verified before notifications begin.
July 2026
July 26, 2026
AI Agent- Reviewed agent memory - the AI Agent can remember approved preferences, corrections, and repeat procedures across conversations. Workspace admins can search and manage memory in AI Hub, while property-specific memory stays limited to teammates and agent runs that can access that property. Learn more.
July 24, 2026
AI Agent- Steadier replies and approval recovery - the AI Agent starts work more consistently, recovers when one response path is temporarily unavailable, and no longer appears to keep working indefinitely after an interrupted approval. Learn more.
- Independent phone and text setup - a number already used for calling no longer blocks your team from adding text messaging for that number. Trellis also gives clearer recovery steps when a selected microphone is unavailable. Learn more.
- Property manuals available offline - the mobile app now saves manuals for properties in your loaded visits and when you open a task. Previously saved manuals remain available after closing the app or losing connectivity. Learn more.
July 23, 2026
Contacts- Manage contact methods in one place - add, edit, or remove email, phone, and WhatsApp details from an existing contact. If a detail already belongs to another contact, Trellis now helps you open the matching record instead of creating a duplicate. Learn more.
- Clearer visit progress - visit details now place progress and the assigned task list together, making it easier to see what is complete and what still needs attention. Learn more.
- Current mobile checklists - when a task template changes before work starts, mobile workers can see the latest checklist without losing the correct question types or completed work.
- Readable WhatsApp messages - long incoming WhatsApp messages now wrap cleanly inside the conversation.
- Clearer channel choices - the channel picker now keeps the From and To details visible, including phone numbers and friendly line names. Learn more.
- More reliable property editing - property locations now save when you leave the field, and new rooms show a clear error if they cannot be created. Learn more.
- Krossbooking property aliases - custom property names now appear consistently across staff-facing pages, search, calendars, tasks, Inbox, and reports while the original property name remains available for matching. Learn more.
July 22, 2026
Tasks- Template changes reach future work - checklist edits on a task template now update existing tasks that have not started. Tasks already in progress or complete are left unchanged. Learn more.
- Guest details stay connected - reservations created with a guest email or phone number can now create or reuse the matching contact automatically.
- Contacts across multiple properties - add or remove property links from a contact profile, including contacts associated with many properties. Learn more.
- Large PDF delivery choices for WhatsApp - when a PDF is too large for the selected WhatsApp connection, Trellis can offer smaller image pages or a secure link before you send it. Learn more.
July 21, 2026
Inbox- Contact type history - conversation timelines now show when a contact changes type, including the previous type, the new type, and when it changed. Repeated entries stay tidy when related conversations are combined. Learn more.
- Consistent calendar cards - task and visit calendars now use the same card layout, with status and department shown together.
- Department icons - admins can choose an icon and color for each department, and those choices carry across supported web and mobile work views. Learn more.
- Reservation calendar and details - mobile teams can browse reservations by property, open reservation details, preview recent messages, jump to the full Inbox conversation, and view available guest access information.
July 20, 2026
Inbox- Steadier message writing - the reply area keeps its size while you type, and email details move out of the way until you need them. Learn more.
- Faster conversation review - messages appear sooner when you switch conversations, while comments and the details panel stay in place.
- Clearer call actions - the call button appears only when the contact has a phone number.
- Read documents in your interface language - switch a Knowledge Base document into any supported Trellis language without changing the original document. The translated view stays read-only so the source remains intact. Learn more.
- Connect Guesty during onboarding - new teams can start the Guesty connection from the onboarding flow instead of leaving setup to find it later. Learn more.
July 18, 2026
Inbox and Insights- Named group participants - group conversations now show their participant list instead of using an unknown label when the group does not have a saved name. Learn more.
- More complete messaging metrics - Insights now includes previously uncategorized sent messages under Other and keeps message volume separate from call activity. Learn more.
- Cleaning status history - Health can show the property’s current cleaning status as the starting point even when no earlier status-change record is available.
- Links to answer sources - when supported Trellis records such as properties, tasks, reviews, or people informed an answer, managers can open those records from the answer sources. Learn more.
July 17, 2026
Workflows- Folders on agent workflow pages - organize and browse an agent’s workflows with the same folders used in the main workflow area. Learn more.
- Useful SMS failure reasons - failed text messages now explain the problem in plain language instead of showing a raw error code. Learn more.
July 16, 2026
Properties- Smart-device roster - review connected locks and devices across the workspace, with status and property information in one list.
- Edit access and Wi-Fi details - vendors with the right property access can update lock codes and Wi-Fi details without waiting for a manager to re-enter the information. Learn more.
July 15, 2026
Inbox and Calls- Separate sound controls - set call and Inbox notification volume independently so each teammate can choose the level that works for them. Learn more.
- Clearer Breezeway sync status - Settings now explains when the full inbound sync control is temporarily unavailable, while normal onboarding remains available. Learn more.
July 14, 2026
Contacts- Companies and members - company profiles now show their members, and teams can link or unlink people from the company record. Learn more.
- Custom call-menu greeting - upload your own recording for the greeting callers hear before choosing an option.
July 13, 2026
Calls and Settings- Call-recording disclosure - set the disclosure callers hear when call recording is enabled for your team.
- Temperature preference in General Settings - choose the unit your workspace uses from the main settings area.
- Combine the Unassigned filter - include unassigned conversations alongside other assignment choices without replacing the rest of your filters. Learn more.
July 12, 2026
Inbox and Notifications- Saved Inbox drafts - unfinished replies stay with the conversation so you can switch away and continue writing later. Learn more.
- Clearer notification summaries - summary headings and delivery choices now use a more consistent visual hierarchy.
- Test workflow steps before a full run - try an individual step, preview estimated cost, and use saved test samples while building a workflow. Learn more.
- Copy text across the app - select and copy supported text from tasks, visits, contacts, Inbox conversations, manuals, and AI chats.
July 10, 2026
Tasks and Workforce- Completed visits in scheduling - show completed visits on the schedule when you need the full picture of a team’s day.
- Workspace clock-in requirement - admins can manage the clock-in requirement for the whole workspace from Settings. Learn more.
July 9, 2026
Tasks and Vendors- Vendor task comments - vendors can add comments to the property-management tasks assigned to their company. Learn more.
- Custom hold audio - upload a WAV or MP3 file for callers to hear while they wait.
July 3, 2026
Inbox- Cleaner filter menu - the inbox filter dropdown is more compact, shows a property preview when you filter by property, and keeps its height steady as you scroll. Learn more.
- Gmail reply prefill - when you reply from a Gmail channel, the composer now fills in the recipient details for you.
- Guesty check-in status in the sidebar - conversations tied to a Guesty reservation now show the guest’s check-in form status and a link to the reservation in the inbox sidebar. Learn more.
- WhatsApp automated replies - automated messages sent through WhatsApp now show an automation badge, and long messages are translated in full.
- Snappier AI chat - AI replies in chat now appear as complete messages instead of a slow typewriter effect.
- Suggested Reply clears on send - the Suggested Reply card now clears as soon as you approve or send it, so you do not act on it twice.
- Mobile composer polish - the mobile inbox composer actions are easier to tap and the “new message” loading state is more stable.
- Bulk edit in People - select several people at once and update shared fields in one step. Learn more.
- Reliable guest type - contacts marked as Guest now stay set to Guest after edits.
- Auto-complete vendor visits on mobile - vendor visits now close out automatically on the mobile app when the work is finished. Learn more.
- Reliable new task sidebar - the new task sidebar now opens cleanly every time.
- Resend vendor invites - property managers can now resend a vendor invite or trigger a password reset from vendor settings. Learn more.
- Delete PMS-linked properties - you can now delete a property in Trellis even when it is linked to a connected property management system (PMS). Learn more.
- Co-signed contracts - send one contract to multiple signers and collect every signature on the same document.
- Parking-request template - a new workflow template detects parking requests in guest messages so you can respond faster. Learn more.
- Chekin connection - connect Chekin so your AI Agent can use Chekin data during guest conversations. Learn more.
- Steadier Guesty sync - legacy Guesty inquiries and check-in updates now load and refresh more reliably. Learn more.
- Breezeway task sync fix - task updates from Breezeway now sync back into Trellis without dropping changes. Learn more.
June 2026
June 9, 2026
AI Hub and AI Agent- Live plans in chat - the AI Agent can now show a step-by-step checklist while it works on larger requests. Learn more.
- Clarifying questions - when the agent needs more information, it can pause, ask a question, and continue after you answer.
- More natural replies - agent replies now better follow your agent instructions and avoid overly robotic wording.
- Ramp connection - approved agents can look up Ramp card spend and add property notes to transaction memos. Learn more.
- Clearer working status - long AI replies now show progress labels so you can see that work is still moving.
- More reliable long replies - interrupted AI responses now retry more cleanly instead of stopping early.
- Assignment views - Inbox now includes quick views for Assigned to me, Assigned to others, and Unassigned. Learn more.
- Create task from conversation - create a linked task from a conversation with the conversation context already included.
- Editable saved views - update saved inbox filters without deleting and recreating the view.
- Better reservation matching - the reservation picker now searches the full visible month before filtering.
- Clearer missed call cards - missed Quo calls now show as Missed call in the thread and inbox preview.
- Fresher sidebar previews - conversation sidebars now stay more current after new messages arrive.
- Operations column - the properties list can show key operational owners, such as cleaning, maintenance, inspection, and front office. Learn more.
- Owner portal calendar links - reservation details can show owner portal calendar links when available.
- More supported property edits - additional supported property fields can stay aligned with connected property systems.
- Shift clock - workers can clock in and out from the app, and admins can record times when needed. Learn more.
- Optional completion media - workers can attach photos or videos when finishing a task or visit, even when media is not required. Learn more.
- Vendor workspace fixes - vendor task visibility and vendor-created task handling are more reliable.
- Mobile stability - task list navigation and mobile route recovery are more reliable.
- Clearer run failures - failed workflow steps now show the failing step and a clearer reason. Learn more.
- Cleaner workflow overview - workflow folders now start collapsed for a calmer page.
- More flexible AI-started workflows - AI-started workflows now handle supported workflow details more reliably.
- Drive-style artifact page - Artifacts now open in a card grid with previews for supported images, videos, documents, dashboards, and forms. Learn more.
- Cleaner ready cards - artifact cards no longer show a ready badge when no action is needed.
- Better generated artifacts - AI-created artifacts now recover more clearly when generated content needs correction.
- Richer Pulse rows - Pulse rows now show guest, property, and reply context inline so managers can scan activity faster. Learn more.
- Integrations directory - Settings now includes a browseable integrations directory with connection status and direct actions. Learn more.
- Krossbooking refresh listings - refresh Krossbooking listings on demand from the integration page. Learn more.
- Guesty, Hostaway, and Rentals United fixes - several connected property and message updates now stay aligned more reliably.
May 2026
May 4, 2026
Tasks and workforce- Move work between properties on the calendar - drag tasks or visits from one property row to another to reschedule and move work in one step. Learn more.
April 2026
April 30, 2026
Inbox- Search shortcut - press Command-F on Mac or Ctrl-F on Windows to jump into inbox search. Learn more.
- Cleaner WhatsApp reaction previews - WhatsApp reactions now show the contact name instead of account-style labels.
- Save button for agent settings - agent identity and behavior edits now save only when you click Save.
- Web location sharing - office staff can share location from a desktop browser when live tracking is enabled. Learn more.
- Approximate location fallback - if precise location is unavailable, Trellis can show a broad city-level location when the worker allows it.
April 29, 2026
Integrations- Ramp for AI Agent - connect Ramp so approved agents can answer spend questions and add property notes to transaction memos. Learn more.
- Conversation tags - add tags to conversations and filter by one or more tags. Learn more.
- Message links - links to older messages now open the right message more reliably.
- Reservation custom fields in sidebars - reservation details now show available custom fields in calendars, dashboard, tasks, and AI chat.
April 27, 2026
Reviews- Reviews from Hostaway and Krossbooking - supported guest reviews now appear in Trellis and link to the related reservation, property, and guest. Learn more.
- Agent picker for review replies - choose which agent drafts a review response.
- Simpler meeting join rules - meeting settings now use clear toggles for team, external, not organized by me, and not accepted meetings. Learn more.
April 26, 2026
Settings- Custom roles - create roles with specific permissions, inbox access, and property access. Learn more.
- Voice-only phone notice - phone settings now explain when a number supports calls but not SMS.
April 25, 2026
AI Agent- Clickable skill references - when the agent references an approved skill, you can open it from the chat preview.
- No-charge visits - mark visit-level costs as not billable while keeping the record visible. Learn more.
April 24, 2026
Inbox- Reply from reservation details - read and reply to the guest conversation from the reservation side panel. Learn more.
- Cleaner property overview - property detail sections are easier to scan and edit. Learn more.
April 23, 2026
AI Agent- Meetings workspace - AI-joined meetings now have a dedicated place for past and upcoming meetings. Learn more.
- Meeting detail pages - open a meeting to review notes, transcripts, linked records, and follow-up questions.
- Meeting recap emails - configure recap emails for attendees after supported meetings.
- Calendar-scheduled meetings - connect a calendar so the agent can join supported meetings based on your rules.
- Visit reschedule moves linked tasks - rescheduling a visit also moves the attached tasks. Learn more.
- Improved date picker - mobile visit rescheduling is easier on small screens.
April 21, 2026
Insights- Redesigned Insights tabs - Insights now includes Pulse, Messaging, Agents, Workforce, and Reviews views. Learn more.
- Clickable stats - click charts, cards, and tables to open the related records.
- Cleaner document toolbar - AI Hub documents have simpler search, filters, and sorting.
April 19, 2026
Tasks- Visits and tasks calendar toggle - switch calendar view between grouped visits and individual tasks. Learn more.
April 17, 2026
Insights- Agent activity feed - Pulse now shows recent AI actions such as messages, tasks, and property updates. Learn more.
- Record drill-downs - open the records behind stats without leaving Insights.
- Unassigned tab for vendor workspaces - vendors can see work that still needs an assignee. Learn more.
April 16, 2026
AI Agent- Shift time updates - approved agents can help update actual shift clock-in and clock-out times. Learn more.
April 15, 2026
Tasks- Department management - approved agents can help create, rename, delete, and reassign task departments. Learn more.
April 14, 2026
Workflows- Action limits for AI steps - choose what an AI step is allowed to do inside a workflow. Learn more.
- Clearer step timing - workflow run details now make each step easier to review.
April 10, 2026
Properties- Pipeline board - track properties or deals across custom stages. Learn more.
- Credential verification - Trellis can verify saved third-party login details and show a verified status. Learn more.
- Supplies on task creation - add required supplies while creating a task. Learn more.
- Room-based checklists - checklist items can be grouped by room or section.
- Inventory updates - completing a task can update inventory counts when supplies are attached.
- Mobile visit page - workers can review upcoming and past visits from mobile.
- Reopen completed tasks - approved agents can reopen work that needs follow-up.
- Task comment mentions - teammate mentions from agent comments now send notifications.
- Run detail refresh - workflow runs now show clearer related records, step summaries, and history. Learn more.
- Default contact type by email address - set whether unknown senders from a mailbox should become guests, vendors, or owners. Learn more.
April 9, 2026
Mobile Tasks- Mobile task filters - filter mobile task lists by status, assignee, property, and more. Learn more.
- Time tracking banner - see active tracked time while moving through the app.
- Smoother mobile navigation - home, schedule, tasks, and AI chat layouts were improved.
April 8, 2026
AI Agent- Switch response modes mid-chat - change the AI response mode during a conversation. Learn more.
- More meeting voice options - choose from more supported voice options.
- Zoom and Microsoft Teams support - invite the meeting agent to supported Zoom and Microsoft Teams links.
- Real-time activity details - the AI chat sidebar shows what the agent is doing as it works.
- Slack file reading - approved agents can read supported files shared in connected Slack channels.
- Inline media - supported images and videos now render inside message threads. Learn more.
- Help on failed steps - failed workflow steps can ask AI for troubleshooting help. Learn more.
- Cleaner contact activity - contact history now focuses on meaningful changes. Learn more.
- Editable bedrooms and bathrooms - supported property details can be edited from the overview. Learn more.
April 7, 2026
AI Agent- Voice meetings - approved agents can join supported video meetings and answer with spoken responses. Learn more.
- Better availability search - the agent now searches more of your portfolio and explains when results are limited.
- Calendar view for runs - review workflow runs on a monthly calendar. Learn more.
- Failure notifications - failed workflows can notify your team.
- Cancel running workflows - stop a running workflow from the run detail page.
- Bulk workflow actions - enable, disable, or delete selected workflows in one step.
- Guesty owner conversations - supported owner conversations now appear in Inbox. Learn more.
- Breezeway comments - comments added by field workers in Breezeway can sync back to Trellis. Learn more.
- Calry reliability - Calry imports and conversations are more reliable. Learn more.
- Gmail multi-account support - connect more than one Gmail account to a workspace. Learn more.
- Reservation notes in the sidebar - more stay details are visible while replying.
April 6, 2026
Guesty- Calendar block and unblock - block or unblock Guesty calendar dates from Trellis with notes. Learn more.
- House manual and stay details - share property instructions, rules, Wi-Fi, parking, and access notes. Learn more.
- Imported portal links - show guest portal links and access status when available.
- Upsell products - create add-ons such as early check-in or grocery packages.
- Connected lock details - show access details when a lock integration is connected.
- Richer run summaries - workflow run history now shows clearer results and timing.
- Better save warnings - workflow setup now catches more common mistakes before a run starts.
- Contact cleanup - Contacts now focuses on search, saved contact methods, conversation links, and cleanup tools. Learn more.
- Blocked email senders - block unwanted senders so they do not reach Inbox. Learn more.
- Full email view - expand email messages to read the full content.
- Resizable email previews - adjust email preview height and keep your preference.
April 5, 2026
Contacts- CSV contact import - upload a contact file, map columns, preview, and import. Learn more.
- Manual escalations can start workflows - team-created escalations can now trigger the right follow-up workflow. Learn more.
- Unread notification badge - the profile tab now shows unread notifications.
April 4, 2026
Guesty- Reservation custom fields - reservation-level Guesty custom fields now appear in Trellis. Learn more.
- Folio total fix - folio payment totals now show more accurately.
- Task sync fix - Breezeway task reporting is more reliable. Learn more.
April 3, 2026
AI Agent- Clearer sidebar result - the AI sidebar no longer shows a failure message after a task actually succeeds.
April 2, 2026
Workflows- Run experience refresh - workflow run pages now show clearer errors, steps, and notifications. Learn more.
- Template install fixes - workflow templates install more reliably.
- Ordered activity details - agent actions now show in the order they happened.
- Working indicator - the activity panel opens while the agent is working and closes when done.
- Agent settings refresh - agent identity settings are easier to configure. Learn more.
April 1, 2026
Workflows- Approval steps - pause a workflow for manual review before sensitive actions happen. Learn more.
- Unknown SMS contacts - unknown SMS contacts now show clearer phone details.
- Convert to Contact - convert unknown SMS contacts into saved contacts. Learn more.
March 2026
March 31, 2026
AI Agent- AI sidebar refresh - the AI sidebar has a cleaner layout, regenerate action, feedback actions, and record links. Learn more.
- Properties page refresh - the property list and filters are easier to use. Learn more.